RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
The OneAmerica Companies
| Qualified plan adviser votes | 90 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 31.5% | ||
| Somewhat favorable | 51.7% | ||
| Not favorable | 16.9% | ||
| No opinion | 0.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 13.5% | ||
| Worked with a few times | 30.0% | ||
| Worked with once | 13.5% | ||
| Never worked with | 43.0% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 10 votes | ||
| 2 Overall service to small plans | 9 votes | ||
| 3 Wholesalers | 9 votes | ||
| 4 Plan sponsor support | 7 votes | ||
| 5 Participant education materials | 6 votes | ||
| 6 Value for price | 5 votes | ||
| 7 Adviser sales/marketing support | 5 votes | ||
| 8 Value-added adviser services | 4 votes | ||
| 9 Adviser support post-sale | 3 votes | ||
| 10 Plan sponsor education materials | 2 votes | ||